Price/Sales
Checking In On The Tech Top 20–Valuations Remain Reasonable
The twenty biggest Tech stocks were flat in April, but remain up 7% YTD on a median basis.
Tech Watch Revisited – Examining The Bullish Case For Info Tech
Technology continues to be a hot topic. This month’s “Inside The Stock Market” takes an objective look at the Tech sector.
Sector Spotlight...on Technology
Looking for Q4 tactical trading opportunities in Tech.
Growth Stocks: Where The Value Is
Large Cap Growth stocks are now cheap relative to Large Cap Value. Value segment still leads over Growth among the Small Caps and among the Mid Caps.
Price To Sales Ratios....Are Small Caps Still Significantly Cheaper?
On a price to sales basis, small caps sold at 43% discount to large caps at the end of 1999, but this has virtually disappeared in the past four years of strong small cap performance.
Tech Watch
This may be one of the few sectors that has the opportunity to provide 20% or more growth in 2003. If investors can get over their fears, they could be rewarded by the Tech sector.
Trying To Rationalize Today’s Stock Market Valuations
Bullish conclusions using today’s low inflation levels and today’s “low” bond yields are derived from very short-term, historical time horizons. Longer term studies do not support these conclusions.
High Tech…No Wreck Yet
Fat profit margins are stimulating competition and capacity which will ultimately bring margins (and tech stocks) down. Technology fragmenting, but the end is not quite yet in sight.
Comparing Technology Manias (Updated)
“Tech” manias revisited: comparing P/E ratios and Price/Sales ratios.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
